Industrial instrumentation and automation

In instrumentation and automation the drive is small, the envelope is fixed before the motion is designed, and the mechanism is usually asked for a peak it visits constantly and a stall it visits by design. The engineering problem is that peak torque, lost motion and the end-stop condition are decided by three different numbers, none of which is the continuous rating that catalogs are sorted by. A gripper stalls on every cycle. A valve stalls at every close. An inspection turret is specified in arcseconds against a train with degrees of backlash.

The clusters

Mechanisms that share a load model, not markets that share a trade show.

  • Semiconductor and optical inspection
  • Print and labeling mechanisms
  • Surface measurement and metrology
  • Compact conveyors, indexing, grippers and end effectors
  • Small valves and dampers

Each of these issues is a different physical quantity wearing the same word.

The middle column is what the issue actually is. The right column is where it gets decided, which is usually earlier than the motor selection.

Issues that dominate this wedge
Issue What it actually is Where it is decided
EnvelopeUsually fixed before the motion is designed, which removes most of the catalog before anything is calculated.Body diameter and total length, including the gearhead and any feedback.
Torque marginPeak against the gearhead rating, not continuous against the continuous rating.The acceleration or breakaway case, whichever is larger.
BacklashThe dominant term in almost every positioning budget on these mechanisms.Stage count, and whether the approach can be unidirectional.
Dynamic responseReflected inertia against rotor inertia, and the settling time at the tool point.Ratio, drive radius, and the moving mass.
Encoder fitThe reviewed catalog holds one published feedback record with a fit to one platform.A configured assembly in most cases, which has to be known early.
Duty cycleAlmost always intermittent, which makes the continuous rating close to irrelevant.RMS torque over the real period, dwell included.
Lead timeThe gap between a working prototype and a released configuration.Sample status and the configured release path, stated per configuration.
CustomizationShaft, mounting, lead, connector, winding and ratio, most of which are configuration rather than design.A review that establishes which of them are actually required.

Four roles, four different questions

A product page and a project record have to serve all four without becoming four separate websites. What each one needs before they will make contact is not the same information.

Buyer roles
Role What it needs before contact What it converts on
Mechanical engineerEnvelope, shaft and mounting, torque and speed at the real operating point, load model, life definition, noise.A saved candidate, CAD, a drawing, or an application review.
Electrical or controls engineerVoltage, current at the operating point, the torque-speed characteristic, driver requirements, feedback fit, thermal margin.A curve, a calculation, or a feedback and control review.
Sourcing or procurementAvailability, sample status, minimum order, lead-time band, origin, cost drivers, and a second-source path.A cross-reference, a supply-chain review, or a volume quotation.
Quality or reliabilityVariation, life evidence, traceability, failure modes, and how change is controlled.A failure analysis, a qualification plan, or a test report.

Published configurations whose gearhead is rated at or above 196 mN·m at the output, which is the band a stalling mechanism needs.

17 of 32 published configurations. Continuous output torque is calculated from the motor's rated torque through the ratio and the typical stage efficiency. The gearhead limit is a maximum, not an operating point, and 29 of 32 published configurations can stall above it.

Published configurations whose gearhead is rated at or above 196 mN·m at the output, which is the band a stalling mechanism needs.
Configuration Class Diameter Ratio Rated output speed Continuous output torque Gearhead limit
MM-B2419-P03610-120ABrushless DC24.2 mm361:114.4 rpm304.3 mN·m785 mN·m
MM-C1736-P02560-060BCoreless brushed DC22 mm256:114.5 rpm319.2 mN·m785 mN·m
MM-C1837-P00903-120DCoreless brushed DC22 mm90.25:193.1 rpm234.4 mN·m588 mN·m
MM-C2137-P00903-120CCoreless brushed DC22 mm90.25:119.7 rpm234.4 mN·m588 mN·m
MM-C2432-P00760-090ACoreless brushed DC24 mm76:1109.5 rpm236.8 mN·m588 mN·m
MM-C1626-P04552-240ACoreless brushed DC16 mm455.19:123.5 rpm191.8 mN·m490 mN·m
MM-C1636-P04552-240ACoreless brushed DC16 mm455.19:124.4 rpm191.8 mN·m490 mN·m
MM-C1726-P01575-120ACoreless brushed DC17 mm157.46:136.9 rpm150.2 mN·m392 mN·m
MM-C1837-P00226-240CCoreless brushed DC22 mm22.56:1359.9 rpm87.6 mN·m392 mN·m
MM-C2137-P00226-240CCoreless brushed DC22 mm22.56:1291.7 rpm124.2 mN·m392 mN·m
MM-C2432-P00190-240ACoreless brushed DC24 mm19:1401.6 rpm160.5 mN·m392 mN·m
MM-C1321-P03661-030ACoreless brushed DC13 mm366.12:116.7 rpm120.8 mN·m294 mN·m
MM-C1329-P00777-120CCoreless brushed DC13 mm77.66:1123.6 rpm113.4 mN·m294 mN·m
MM-C1736-P00292-240CCoreless brushed DC17 mm29.16:1192 rpm84.7 mN·m294 mN·m
MM-B2419-S00325-240ABrushless DC37 mm32.5:1212.3 rpm58.1 mN·m196 mN·m
MM-C1321-P00191-060BCoreless brushed DC13 mm19.13:1404.6 rpm15.5 mN·m196 mN·m
MM-C1329-P00191-120BCoreless brushed DC13 mm19.13:1417.7 rpm23.2 mN·m196 mN·m